Back to filter
Original filing (PDF)20251009080947NAL0011022160001
ANSYS, INC.
Form 5500
FILING_RECEIVED
ANSYS, INC. EMPLOYEES' RETIREMENT PROGRAM
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,487
Accounts w/ balance
3,157
Plan assets (EOY)
$945.3M
Net assets (EOY)
$945.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANSYS, INC..
Plan sponsor
Name
ANSYS, INC.
EIN
04-3219960
Address
2600 ANSYS DRIVE · CANONSBURG, PA · 15317
Phone
(844) 462-6797
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
H2R CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $76K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METROPOLITAN LIFE INSURANCE COMPANY | 13-5581829 | — | INVESTMENT MANAGER | $98K | — |
| CAPITAL STRATEGIES | 26-4789150 | — | CONSULTANT | $65K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOROVITZ, RUDOY & ROTEMAN LLC | 25-1031723 | — | ACCOUNTANT/AUDITOR | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
33 direct securities · 16 pooled funds· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$840.9M
33 holdings
Common Collective Trust
$498.0M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund - Mutual Fund | — | — | — | $169.1M | 17.9% | |
| WINSLOW LG CP GR I MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 131 | Common Collective Trust | — | — | $92.5M | 9.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | — | — | — | $65.9M | 7.0% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $65.9M | 7.0% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | — | — | — | $61.2M | 6.5% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $61.2M | 6.5% | |
| T. Rowe Price T. Rowe Price Retirement 2045 | — | — | — | $53.5M | 5.7% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $53.5M | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | — | — | — | $52.8M | 5.6% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $52.8M | 5.6% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | — | — | — | $48.5M | 5.1% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $48.5M | 5.1% | |
| Vanguard Equity-Income Fund Admiral Shares - Mutual Fund | — | — | — | $45.3M | 4.8% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | — | — | — | $44.7M | 4.7% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $44.7M | 4.7% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | — | — | — | $32.9M | 3.5% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $32.9M | 3.5% | |
| MetLife Stable Value - Unallocated Contract | — | — | — | $26.6M | 2.8% | |
| Vanguard Extended Markets Index Fund - Mutual Fund | — | — | — | $25.2M | 2.7% | |
| BlackRock Mid Cap Growth Equity Fund K - Mutual Fund | — | — | — | $23.4M | 2.5% | |
| Vanguard International Growth ADM - Mutual Fund | — | — | — | $22.8M | 2.4% | |
| JP Morgan Investment Mgmt. JP Morgan Small Cap Equity R6 - Mutual Fund | — | — | — | $20.2M | 2.1% | |
| JP Morgan Investment Mgmt. JP Morgan Mid Cap Value Fund Class L - Mutual Fund | — | — | — | $18.1M | 1.9% | |
| Fidelity Investments Fidelity Strategic Income Fund - Mutual Fund | — | — | — | $16.2M | 1.7% | |
| Vanguard Total International Stock IS Fund - Mutual Fund | — | — | — | $16.2M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | — | — | — | $14.5M | 1.5% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $14.5M | 1.5% | |
| Columbia Mgmt. Invest. Advisers Columbia Small Cap Value II Fund Class Y - Mutual Fund | — | — | — | $12.7M | 1.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | — | — | — | $12.7M | 1.3% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.3% | |
| Loomis, Sayles & Company Loomis Sayles Small Cap Growth Fund Class N - Mutual Fund | — | — | — | $11.5M | 1.2% | |
| PIMCO Total Return Institutional - Mutual Fund | — | — | — | $10.2M | 1.1% | |
| LS INVT GRADE BOND D LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 004 | Common Collective Trust | — | — | $10.1M | 1.1% | |
| Fidelity Investments Fidelity US Bond Index - Mutual Fund | — | — | — | $10.1M | 1.1% | |
| T. Rowe Price T. Rowe Price International Discovery - Mutual Fund | — | — | — | $6.3M | 0.7% | |
| Invesco International Invesco Developing Markets Fund R6 - Mutual Fund | — | — | — | $4.3M | 0.5% | |
| Vanguard International Value - Mutual Fund | — | — | — | $4.1M | 0.4% | |
| from one year to fifteen years $0 | — | — | — | $3.0M | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | — | — | — | $2.3M | 0.2% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced | — | — | — | $2.2M | 0.2% | |
| TRP RETIRE BAL F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 | — | — | — | $1.9M | 0.2% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 | — | — | — | $1.7M | 0.2% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | — | — | — | $677K | <0.1% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $677K | <0.1% | |
| Fidelity Investments Fidelity Government Money Market Fund - Interest Bearing Cash | — | — | — | $248K | <0.1% |
Related plans
Other plans using METROPOLITAN LIFE INSURANCE COMPANY
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
SANOFI-AVENTIS US LLC
SANOFI US GROUP SAVINGS MASTER TRUST
$8.5B
METLIFE GROUP, INC.
METLIFE RETIREMENT PLAN
$7.9B · 13,404 participants
PEPSICO, INC.
PEPSICO EMPLOYEES RETIREMENT PLAN I
$6.8B · 10,017 participants
Similar-size Professional & Technical Services plans
SEI INVESTMENTS COMPANY
SEI CAPITAL ACCUMULATION PLAN
$881.8M · 4,327 participants
EQUINIX
EQUINIX, INC. 401(K) PLAN
$878.1M · 4,031 participants
PTC INC.
PTC 401K SAVINGS PLAN
$856.0M · 2,450 participants
SHI INTERNATIONAL CORP
SHI INTERNATIONAL CORP 401(K) SAVINGS PLAN
$850.2M · 5,552 participants
GEN DIGITAL INC.
GEN DIGITAL INC. 401(K) PLAN
$1.1B · 982 participants
INFOSYS LIMITED
INFOSYS LIMITED TAX SAVINGS 401(K) SAFE HARBOR PLAN
$1.1B · 19,659 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B